HEZU · Insider trading · 13F holders · Congress trades
Ishares Tr (HEZU)
Who is buying and selling HEZU: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
HEZU at a glance
- No open-market insider purchases or sales of HEZU were filed in the last 90 days.
- 3 13F filers hold HEZU among their 50 largest positions, worth $3.1M combined. The biggest bets by portfolio weight are Comprehensive Wealth Management, LLC (0.7%), Stanich Group LLC (0.5%) and Valor Advisors LLC (0.3%).
- No member of Congress has disclosed a trade in HEZU.
HEZU insider trading
No open-market insider purchases or sales of HEZU were filed in the last 90 days.
Who owns HEZU? Hedge funds and superinvestors
3 13F filers hold HEZU among their 50 largest positions, worth $3.1M combined. The biggest bets by portfolio weight are Comprehensive Wealth Management, LLC (0.7%), Stanich Group LLC (0.5%) and Valor Advisors LLC (0.3%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Comprehensive Wealth Management, LLCWealth manager | 0.7% | $1.6M | 32,708 | -19.1% shares | Q2 2026 |
| Stanich Group LLCWealth manager | 0.5% | $1.1M | 22,315 | +3.0% shares | Q3 2026 |
| Valor Advisors LLCWealth manager | 0.3% | $344K | 6,859 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 2). Screen HEZU in the grand portfolio →
HEZU stock trades by members of Congress
No member of Congress has disclosed a trade in HEZU.
HEZU questions and answers
Are insiders buying HEZU stock?
No open-market insider purchases or sales of HEZU were filed in the last 90 days.
Which hedge funds own HEZU?
3 13F filers hold HEZU among their 50 largest positions, worth $3.1M combined. The biggest bets by portfolio weight are Comprehensive Wealth Management, LLC (0.7%), Stanich Group LLC (0.5%) and Valor Advisors LLC (0.3%).
Has Congress traded HEZU?
No member of Congress has disclosed a trade in HEZU.
Who is the largest holder of HEZU?
Among 13F filers, Comprehensive Wealth Management, LLC reports the largest HEZU position, $1.6M (32,708 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Comprehensive Wealth Management, LLC's: 0.7% of its portfolio.
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